So it's been the must buy stock because it's a good company and they're killing it and what they do and it's been the must buy stock because everyone's buying it. So perhaps its share price shouldn't be what it is. Now the Chinese Communist Party has come for Nvidia and said, yeah, we think you might be a monopoly. Certainly nothing political there. We'll talk about that. Plus, sort of you should probably be alarmed about a company that's making a lot of waves and sucking a lot of people in.
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I think/know speculation can be a wonderful source of alpha. When deployed/executed correctly, it can actually decrease risk and vol. Here’s the problem: most market participants don’t know how to speculate… A thread

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Is the CCP Coming for Nvidia? Plus, How To Speculate The Market The Way Zach Abraham Does It. Ep-1970